JPMorgan’s Wolf Likes U.K. Domestic Equities

The video discusses the complexities of Brexit and its impact on UK assets, highlighting a preference for domestic equities due to repricing. It then shifts to the Federal Reserve's stance, market predictions, and the dot plot's alignment with market expectations. The discussion extends to global implications, particularly in Asia, where central banks may adjust policies in response to the Fed's actions, considering high real rates and low inflation.

What is the consensus regarding the Federal Reserve's approach to interest rates in the near future?

What implications could a dovish tilt from the Fed have on Asian central banks?